Top Results162 results
Finding the Fun in Fundamentals #2 - Wemade
...strong IP (at one point, the Legend of Mir mobile game was generating around $100 million a month in China...Regional Breakdown Regionally, Wemade’s revenue has always been dominated by South Korea and China....Not surprisingly, MIR4 generates nearly half of its revenue from Asia (excluding Korea and China)....China remains an outlier.
18 Min
Gaming
Jun 2025
Something’s Gotta Give
China is another big one....The growing divergence between US-China rates is adding pressure to an already weak yuan, which is on...
7 Min
Macro & Markets
Jan 2025
Market Musings - New Year, More Volatility
...model has started to raise concerns about the economic and geopolitical competition between the US and China...able to achieve its low-cost model despite US restrictions on the supply of high-power AI chips to China...
13 Min
Macro & Markets
Jan 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
-China agreement to suspend and reduce tariffs for 90 days on May 12th (lowering U.S. tariffs to 30%...European countries are increasing defense budgets, while China continues its fight to shore up domestic...
25 Min
Macro & Markets
Jun 2025
Market Musings - Reawakening The Animal Spirits
BREAKING: China is considering injecting up to $142 billion of capital into its biggest state banks,...All of a sudden the feed is littered with takes on “why China matters” China has always mattered – the...China has always been important for global liquidity cycles, and by extension crypto cycles....China mattered in 2017 cycle, and again in the 2020 cycle.
16 Min
Macro & Markets
Oct 2024
Hope Metric : Macro Signal Monday (05-12-2025)
Biggest news of them all: US – China tariffs de-escalation The Hope Metric aggregates sentiment across...Geo-Economic Stability – Bullish Despite ongoing regional tensions, the dominant global event is the US-China...Major Trade De-escalation: The US-China tariff rollback represents a meaningful improvement in global...
3 Min
Macro & Markets
May 2025
Market Musings - Uncertainty Permeates The Market
...trading back during Trump’s first term is acutely familiar with this as markets navigated the then “Trump-China...
13 Min
Macro & Markets
Feb 2025
A Game Enthusiasts Guide to Tencent's Top Upcoming Games
China is known for cranking out extremely profitable 4x/SLG mobile games, and this looks to be a slightly...There is still demand for Pokémon derivatives (曙光重临 has also performed well as a WeChat mini-game) – China...with a heavy emphasis on the Chinese market (developed by Tencent) – The Finals was approved for a China...
6 Min
Gaming
Apr 2025
Market Musings - Knock, Knock, Knockin’ on ATH’s Door
And the constructive policy shifts don’t stop with the Fed, as we’ve seen China & the PBOC begin...Japan, China, and the US (and more) are embarking on the single greatest coordinated easing journey we...
14 Min
Macro & Markets
Oct 2024
A New Dawn for Web3 MMOs: Incentivized UA and ServerFi
Teams with a proven track record in China, South Korea, Japan, and South East Asia (SEA) are well positioned...In China, WoW, DnF, and Fantasy Westward Journey (FWJ) are incredibly popular, boasting over 1 billion...dollar > 20-year-old franchise, netted an estimated $55M in revenue within 35 days of its launch in China...
31 Min
Gaming
Sep 2024
The Upcoming Rise of Humanoid Robotics
China even hosted the world’s first humanoid robot kickboxing match with the G1 model a few days ago...The supply chains for most components are still deeply tied to China and Southeast Asia, and reshoring...
7 Min
Global Macro Themes
May 2025
Are The Stars Finally Aligning? [Crypto Insider Talks - Sep. 2024]
I still believe more stimulus is coming, because it certainly isn’t enough to pull China out of the rut...People think it should be moving today because China did it, but there’s a 10-week lead for whatever...from tweeting this out last week, and we’ve been tagging you in it, where the feed was all about how China...
Macro & Markets
Oct 2024
The Year Ahead for Markets 2025
What happens in China matters. It has always mattered....This is similar to what we’ve seen play out for much of this year — China has been the bigger driver...China has a big influence here given the size of its private credit market, which has grown 3x faster...China fails to move forward with the amount of fiscal and monetary stimulus we expect; a clampdown on...
90 Min
Macro & Markets
Dec 2024
Trump's Liberation Day: Market Update Live Stream
...nations (Mexico, Israel, Canada) indicated willingness to eliminate tariffs on US goods Other nations (China...
2 Min
Macro & Markets
Apr 2025
Delphi's Office Hours (6th of August, 2024)
We were talking about this U S Japan kind of China conundrum....And I think China, he said, like, China wants to stimulate because like, they’re undergoing some deflationary...This dollar move is helpful in the sense of give China a bit more of a buffer to simulate, right.
Macro & Markets
Aug 2024
The Year Ahead for AI + DePIN 2025
Sora videos on the internet. pic.twitter.com/H52xdDy9FR — ᐱ ᑎ ᑐ ᒋ ᕮ ᒍ (@Andr3jH) December 15, 2024 And China...This reticence is, admittedly, somewhat puzzling, but we expect China to eventually become AI-pilled...This could be big: reminiscent early seeds of what WeChat and Alibaba pulled off in China with their...
122 Min
Artificial Intelligence
Dec 2024
Hope Metric : Macro Signal Monday (06-09-2025)
Signal 3: Geo-Economic Stability – Neutral US–China and Iran developments continue, but no major escalation...
6 Min
Macro & Markets
Jun 2025
The Year Ahead for Gaming 2025
Despite this, the developer environment in mainland China remains packed with opportunities....increasing quality, as illustrated by the slew of high-quality titles released in recent years, positions China...
61 Min
Gaming
Dec 2024
Hope Metric : Macro Signal Monday (06-02-2025)
...strategic airbase attacks, peace talks deteriorated, and tensions are rising in both the Middle East and US-China...
7 Min
Macro & Markets
Jun 2025
Proof of Gamer: How KGeN is Reimagining User Acquisition
Web3 games are also outright forbidden in some key gaming markets, such as South Korea and China.
44 Min
Gaming
Feb 2025